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December 2020
Portfolio Managers Dave Ellison and Ryan Kelley discuss how a Democratic administration and a vaccine might affect financial stocks. They also provide their thoughts on current valuations and the attractiveness of payment processors.
August 2020
Portfolio Managers Dave Ellison and Ryan Kelley provide their perspective on how banks are demonstrating resiliency in the face of low interest rates and the COVID-19 pandemic. They also discuss opportunities in large- and small-cap Financials.
May 2020
Portfolio Managers Dave Ellison and Ryan Kelley provide their thoughts on the impact of coronavirus on the Hennessy Large Cap Financial and Small Cap Financial Funds. They discuss banks’ strong financial position, valuations, and recent portfolio changes.
November 2019
Portfolio Managers Dave Ellison and Ryan Kelley discuss how interest rate cuts have affected banks, the health of the banking industry, currently low valuations, and opportunities in non-bank financials.
September 2019
Financial Funds Portfolio Managers David Ellison and Ryan Kelley discuss the current strength and historically low valuations of the banking sector. They discuss growth drivers for banks and highlight the opportunity among diversified financial and fintech firms.
March 2019
In the following commentary, Portfolio Managers Dave Ellison and Ryan Kelley discuss the reasons behind the selloff at the end of 2018, the outlook for short-term interest rates, and what they believe is the healthy state of the banking industry going into 2019.
Two key measures of the health of the banking industry have shown significant improvement and could point to continued solid profitability in the Financial sector in 2019 and beyond.
January 2019
Over the last two decades, the Financials Sector has become much more diverse. Financial companies operating in markets where growth is being driven by new processes and technological innovation have become an important part of the sector, offering investors high growth potential and additional diversification.
May 2017
Portfolio Managers Dave Ellison and Ryan Kelley describe their investment strategy, which seeks high-quality and well managed Financial Services companies.
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